PIER 42 ADVISORS
Firm details
- Headquarters
- South Dennis, Massachusetts
- CRD number
- 325987
- Website
- pier42advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.48%
- Individuals36.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pier 42 Advisors is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm operates as a capital allocator, blending fee-based portfolio management with financial planning and advisor selection services. Its fee model is flexible: percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. On the investment side Pier 42 leans toward pooled public vehicles for core exposure while supplementing portfolios with third‑party alternative fund allocations. Advisory services listed on its disclosures include financial planning, portfolio management for individuals and for businesses or institutions, selection of other advisers, pension consulting-related activities, and educational workshops. The firm is not identified as an active ESG investor and is not organized as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- US Government Bonds16%
- Cash & Cash Equivalents12%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds4%
Contacts
1 of 1Vincent Renaut
Lead Wealth AdvisorCRD 7266754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Dennis, MA
BARNSTABLE
Location
South Dennis, MA
Headquartered in South Dennis, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BARNSTABLE
- Address
- 434 Route 134
- Time zone
- ET (UTC-5)
- Office locations
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